26
26
Oct 22, 2016
10/16
by
KPNX
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co pepsico is up nearly 6%. i think the comparison no longer relevant because pepsico's snack division now overshadows the beverage business, not so with coca-cola. what could change coke's trajectory? we're going to have to wait and see. i don't see anything on the horizon now, though. we also hear from norfolk southern on wednesday. i find the rails fascinating. csx delivered a superb number account. either way, nobody gives you a better read on the u.s. economy than the rails. we'll listen in. thursday has got a gazillion companies reporting, but i bet only three will capture the attention of all participants. three that report after the close. alphabet, amazon and twitter. i think alphabet, formerly known as google, has started to rekindle the mutual affection between itself and wall street, starting with re-ignition of the revenue stream from youtube. if you get that thing humming, it takes a lot of pressure off the mechanics of search pricing. like everyone else, i' amazon. heaven forbid if it doesn't give
co pepsico is up nearly 6%. i think the comparison no longer relevant because pepsico's snack division now overshadows the beverage business, not so with coca-cola. what could change coke's trajectory? we're going to have to wait and see. i don't see anything on the horizon now, though. we also hear from norfolk southern on wednesday. i find the rails fascinating. csx delivered a superb number account. either way, nobody gives you a better read on the u.s. economy than the rails. we'll listen...
38
38
Oct 25, 2016
10/16
by
KPNX
tv
eye 38
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we own pepsico for the charitable trust. i think it's not done going higher, not after i saw that comparison from kimberly. of course there are other companies that might get revalued up on a different day. if at&t hadn't just agreed to buy time warner, you know what we would have been doing today? we probably would have been talking about how t-mobile totally crushed at&t and verizon regardless of the environment, adding far more subscribers than anyone expected. as one of the most aggressive competitors of our time, ceo john legere said on his conference call, and i quote, we delivered the best results in the industry again, and we beat the competition in k m customer additions, prepaid additions, service revenue percentage growth, and adjusted ebitda percentage growth just to name a few, end quote. in other words, t-mobile took no prisoners, including those of verizon and at&t, the latter of which is losing customers. and we wonder why at&t had to go big. otherwise, it had to go home. on days like today, the market does s
we own pepsico for the charitable trust. i think it's not done going higher, not after i saw that comparison from kimberly. of course there are other companies that might get revalued up on a different day. if at&t hadn't just agreed to buy time warner, you know what we would have been doing today? we probably would have been talking about how t-mobile totally crushed at&t and verizon regardless of the environment, adding far more subscribers than anyone expected. as one of the most...
72
72
Oct 24, 2016
10/16
by
CNBC
tv
eye 72
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that caused the market to re-evaluate the stock of pepsico, the large cap consumer packaged goods company with the best actual top and bottom line numbers as well as some very strong organic growth. that's how pepsi could rally 2 bucks on a day that kimberly-clark went down 5%. i think it's not done going higher. there are other companies that might get reval ued up on a different day. if at&t hadn't agreed to buy time warner, we probably would have been talking about how t-mobile totally crushed at&t and verizon regardless of the environment. as one of the most aggressive competitors of our time, the ceo said on his conference call, and i quote, we delivered the best results in the industry again, and we beat the competition in key met ricks such as net post paid phone customer additions, prepaid additions, service revenue, percentage growth just to make a few. in other words, t-mobile took no prisoners, including those of verizon and at&t. we wonder why at&t had to go big. otherwise, it had to go home. on days like today, the market does seem a little unfair to me. a fine executive like
that caused the market to re-evaluate the stock of pepsico, the large cap consumer packaged goods company with the best actual top and bottom line numbers as well as some very strong organic growth. that's how pepsi could rally 2 bucks on a day that kimberly-clark went down 5%. i think it's not done going higher. there are other companies that might get reval ued up on a different day. if at&t hadn't agreed to buy time warner, we probably would have been talking about how t-mobile totally...
173
173
Oct 6, 2016
10/16
by
CNBC
tv
eye 173
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the nation's snap kimberly-clark, clorox of may i suggest you buy something in my charitable trust pepsico, which came back nicely today after opening down in the wake of a very solid quarter not that long ago. look, they all can't be as good as constellation brands, which give you some incredible results yesterday and rallied again today after the interview of rob sands, which convinced me he has another winner, this time in the whiskey department with the purchase of high west. i'm a tavern owner. i get this stuff. pep offers an almost 3% dividend yield. well run. last but not least, i always care if it's an easy moment to buy stocks or a hard one. right now it's pretty easy. take a look at whole foods. this darn thing is being rumored higher on takeover talk with kroger. nobody knows the reality here but the huge volume indicates many believe the franchise is overvalued. why does this kind of thing matter? because when core earnings, neither netflix nor whole foods is inexpensive. but when you can find companies that could be concept you'lly undervalued and their stocks on that valuatio
the nation's snap kimberly-clark, clorox of may i suggest you buy something in my charitable trust pepsico, which came back nicely today after opening down in the wake of a very solid quarter not that long ago. look, they all can't be as good as constellation brands, which give you some incredible results yesterday and rallied again today after the interview of rob sands, which convinced me he has another winner, this time in the whiskey department with the purchase of high west. i'm a tavern...
140
140
Oct 7, 2016
10/16
by
KWWL
tv
eye 140
favorite 0
quote 0
pepsico, which came back nicely today after opening down in the wake of a veryid look, they all can't be as good as constellation brands, which gave you some incredible results yesterday and rallied again today on the back of last night's interview with ceo rob sands, which convinced me he has another winner, this time in the high-end whiskey department with the purchase of high west, a boutique brand that sells amazingly well in my neck of the brooklyn woods. i'm a tavern owner. i get this stuff. but pep offers an almost 3% dividend yield, aggressive buyback, expanding margins, well run. not to shabby. last but not least, i always buy stocks or a hard one. right now it's feeling pretty easy. take a look at whole foods. this darn thing is being rumored higher on takeover talk with kroger. nobody knows the reality here but the huge volume indicates many believe the franchise is undervalued, not unlike the takeover wave that swept over netflix that last five days. why does this kind of thing matter? because in core earnings, neither netflix nor whole foods is inexpensive. but when you c
pepsico, which came back nicely today after opening down in the wake of a veryid look, they all can't be as good as constellation brands, which gave you some incredible results yesterday and rallied again today on the back of last night's interview with ceo rob sands, which convinced me he has another winner, this time in the high-end whiskey department with the purchase of high west, a boutique brand that sells amazingly well in my neck of the brooklyn woods. i'm a tavern owner. i get this...